Beacon Financial Advisory LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Beacon Financial Advisory LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 27, 2022	SELL	$48.35 - $50.5 $424,416 - $443,289	-8,778 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$50.42 - $51.09 $40,688 - $41,229	-807 Reduced 8.42%	8,778 $444,000
Q3 2021 Nov 15, 2021	SELL	$51.05 - $51.3 $340,656 - $342,324	-6,673 Reduced 41.04%	9,585 $489,000
Q2 2021 Jul 14, 2021	BUY	$50.92 - $51.3 $827,857 - $834,035	16,258 New	16,258 $832,000

117

6.19M

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